How to add, change permissions or delete users

Empower your team by managing user accounts efficiently. Depending on your permissions, add new users and fine-tune their access rights. Need to make adjustments? You can easily edit or delete users. 

To add, remove or change permission of users you can easily do this by following this process:

• Click on the ‘smiley’ button on the bottom left of the screen
• From here you will be given a number of options - choose ‘user management’
• Here, you will be presented with a list of the current users
• You can either add new users or delete existing users
• Once you opt for delete, this user will no longer have access to the Customer Alliance platform
• For a new user, you will be redirected to a new section, here you will be able to set the permissions.
• Once all the required information is entered, you can save the entry
• The new user will receive an email to set up their password
• They are now ready to experience Customer Alliance